MFS Charter Income Trust (MCR)

• Market cap: $261M
• 1 day: -1.11%
• 5 days: 0.16%
• 1 month: -2.95%
• 3 months: -1.73%
• 6 months: -4.43%
• Year to date: -1.42%
• 1 year: -0.64%
• 5 years: -12.83%
• 10 years: -28.90%
• Sector: Financials
• Industry: Asset Management

About: MFS Charter Income Trust is a United States-based closed-end fund. Its investment objective is to seek high current income, but may also consider capital appreciation. The fund invests the assets in Debt Instruments, Corporate Bonds, U.S. Government Securities, Foreign Government Securities, Securitized Instruments, Derivatives, Principal Risks, Debt Management Risk, Investment Selection Risk, Interest Rate Risk, Credit Risk, Foreign Risks, Emerging Markets Risk, Currency Risk, Leveraging Risk, Operational and Cybersecurity Risk, Active and Frequent Trading, and etc of different market countries.

Fund manager confidence

Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

5% more funds holding

Funds holding: 57 [Q3] → 60 (+3) [Q4]

1.68% more ownership

Funds ownership: 36.12% [Q3] → 37.8% (+1.68%) [Q4]

2% more capital invested

Capital invested by funds: $99.1M [Q3] → $101M (+$2.12M) [Q4]

19% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 21